AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$583K
3
+$521K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$500K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$374K

Top Sells

1
+$4.95M
2
+$874K
3
+$507K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$285K
5
DLTR icon
Dollar Tree
DLTR
+$238K

Sector Composition

1 Technology 14.52%
2 Healthcare 12.06%
3 Financials 6.96%
4 Consumer Staples 6.9%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$527K 0.23%
2,858
-61
102
$513K 0.23%
8,020
103
$502K 0.22%
15,802
-471
104
$500K 0.22%
26,040
105
$500K 0.22%
+10,000
106
$498K 0.22%
1,280
107
$497K 0.22%
10,210
108
$484K 0.21%
7,871
+371
109
$466K 0.21%
2,907
+269
110
$455K 0.2%
9,700
111
$433K 0.19%
5,233
+991
112
$415K 0.18%
4,700
113
$415K 0.18%
3,285
114
$405K 0.18%
9,202
+2,133
115
$405K 0.18%
3,251
-49
116
$398K 0.18%
6,886
-2,473
117
$393K 0.17%
1,196
-31
118
$385K 0.17%
2,296
+100
119
$376K 0.17%
6,735
120
$373K 0.17%
2,234
121
$371K 0.16%
2,400
122
$368K 0.16%
4,219
+203
123
$362K 0.16%
6,500
124
$361K 0.16%
70,879
125
$359K 0.16%
10,553
-2,695
3 4
5
6 7